WE’VE MOVED!

We’ve moved, and know that it can be tricky to get to our new building. When you turn from Riverwood Parkway, Riverwood 200 will be the 12 story building on your right. To park, turn right just before you get to Riverwood 200 and drive around the building where you will find Visitor Parking. To enter Riverwood 200, walk back around to the front and walk in the main entrance. Take the elevators to the 10th floor. We are Suite 1075. In the event of rain, drive to the bottom of the visitor parking area and use the call box to call security to enter the reserved parking area. Let them know you are a guest of BT Wealth Management. Park in any spot that is not reserved and enter the building using the parking deck elevators.

At BT Wealth Management, providing investment management, consulting and financial planning services to clients is our passion. We seek to help high-net-worth individuals and families reach their financial goals by understanding each of our clients’ objectives and risk tolerance and designing the investment strategies most appropriate for their individual situation.

Our professionals are experienced, qualified, and have earned professional designations including: Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), and Certified Investment Management Analyst® (CIMA). Our long term relationships with our clients are the foundation of our business and are the result of our commitment to superior client service.